Everything a wealth professional needs to manage client portfolios and grow AUM.

📊

Corpus Allocation Engine

Model-based allocation across Fixed Deposits, Mutual Funds, Bonds, NPS, and Annuities — optimized for risk profile and goals.

⚙️

Admin-Configurable Products

Add, modify, or disable investment instruments from the admin panel — interest rates, lock-in periods, and eligibility rules.

📈

Dynamic Portfolio Generation

Auto-generate optimized portfolios based on client risk appetite, age, corpus size, and monthly income requirements.

📄

Client Report Sharing

One-click PDF generation and WhatsApp sharing — personalized portfolio reports with projections and comparison charts.

🎯

ROI Projections

Inflation-adjusted returns with Monte Carlo simulations — show clients realistic outcomes across market scenarios.

📉

Multi-Instrument Comparison

Side-by-side comparison of returns, risk, liquidity, and tax impact across all available instruments.

📅

Meeting Scheduler

Schedule client meetings, send automated reminders, and track follow-ups — integrated with your calendar.

🔐

Compliance Documentation

Auto-generate risk disclosures, suitability assessments, and consent forms — fully regulatory compliant.

🏷️

White-Label Client Portal

Branded client portal where investors view their portfolio, download statements, and communicate with advisors.

🔄

Automated Rebalancing

Smart rebalancing suggestions when portfolios drift from target allocation — with one-click execution.

Portfolio Overview

How SMOS presents portfolio allocation to your clients.

Total Corpus

₹55L

Monthly Income

₹38K

Yield

8.2%

Fixed Dep.

40%

Mutual Funds

25%

Bonds

20%

NPS

10%

Annuity

SMOS Wealth Solutions

Core Features

Portfolio Overview

Built For

Ready to Scale Your Wealth Practice?